CUSIP 92841M101
VIRTUS EQUITY & CONV INCM FD
113 institutions · $172.2M total · 7,095,164 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | 863,318 | $21.5M | 12.16% | 2025-12-31 |
| 2 | WELLS FARGO & COMPANY/MN | 710,149 | $17.7M | 10.00% | 2025-12-31 |
| 3 | Royal Bank of Canada | 549,940 | $13.7M | 7.75% | 2025-12-31 |
| 4 | MORGAN STANLEY | 522,390 | $13.0M | 7.36% | 2025-12-31 |
| 5 | GUGGENHEIM CAPITAL LLC | 479,040 | $11.9M | 6.75% | 2025-12-31 |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 401,952 | $10.2M | 5.66% | 2025-12-31 |
| 7 | Saba Capital Management, L.P. | 298,200 | $7.4M | 4.20% | 2025-12-31 |
| 8 | LPL Financial LLC | 269,945 | $6.7M | 3.80% | 2025-12-31 |
| 9 | RAYMOND JAMES FINANCIAL INC | 227,686 | $5.7M | 3.20% | 2025-12-31 |
| 10 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 216,008 | $5.4M | 3.04% | 2025-12-31 |
| 11 | UBS Group AG | 139,661 | $3.5M | 1.96% | 2025-12-31 |
| 12 | BANK OF AMERICA CORP /DE/ | 125,439 | $3.1M | 1.76% | 2025-12-31 |
| 13 | WOLVERINE ASSET MANAGEMENT LLC | 113,752 | $2.8M | 1.60% | 2025-12-31 |
| 14 | Invesco Ltd. | 112,000 | $2.8M | 1.57% | 2025-12-31 |
| 15 | Cornerstone Advisors, LLC | 108,972 | $2.7M | 1.53% | 2025-12-31 |
| 16 | World Investment Advisors | 105,586 | $2.5M | 1.48% | 2025-12-31 |
| 17 | OSAIC HOLDINGS, INC. | 88,699 | $2.2M | 1.25% | 2025-12-31 |
| 18 | EVOLVE PRIVATE WEALTH, LLC | 79,712 | $2.0M | 1.12% | 2025-12-31 |
| 19 | D.A. DAVIDSON & CO. | 79,938 | $2.0M | 1.12% | 2025-12-31 |
| 20 | Shaker Financial Services, LLC | 67,522 | $1.7M | 0.95% | 2025-12-31 |
| 21 | Allspring Global Investments Holdings, LLC | 67,182 | $1.7M | 0.94% | 2025-12-31 |
| 22 | OxenFree Capital LLC | 56,643 | $1.4M | 0.79% | 2025-12-31 |
| 23 | Capital Investment Advisors, LLC | 55,732 | $1.4M | 0.78% | 2025-12-31 |
| 24 | Global Endowment Management, LP | 60,000 | $1.3M | 0.84% | 2025-03-31 |
| 25 | &PARTNERS | 51,997 | $1.3M | 0.73% | 2025-12-31 |
| 26 | Keystone Financial Group | 48,613 | $1.2M | 0.68% | 2025-12-31 |
| 27 | B. Riley Wealth Advisors, Inc. | 46,937 | $1.2M | 0.66% | 2024-12-31 |
| 28 | Integrated Wealth Concepts LLC | 46,303 | $1.2M | 0.65% | 2025-12-31 |
| 29 | STIFEL FINANCIAL CORP | 43,780 | $1.1M | 0.61% | 2025-12-31 |
| 30 | Calamos Advisors LLC | 42,188 | $1.1M | 0.59% | 2025-12-31 |
| 31 | READYSTATE ASSET MANAGEMENT LP | 41,520 | $1.0M | 0.58% | 2025-12-31 |
| 32 | Kestra Advisory Services, LLC | 39,890 | $994.0K | 0.56% | 2025-12-31 |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 35,900 | $894.6K | 0.50% | 2025-12-31 |
| 34 | Allworth Financial LP | 34,088 | $855.9K | 0.48% | 2025-12-31 |
| 35 | AMERIPRISE FINANCIAL INC | 34,123 | $850.3K | 0.48% | 2025-12-31 |
| 36 | Steward Partners Investment Advisory, LLC | 31,254 | $778.8K | 0.44% | 2025-12-31 |
| 37 | PMG Family Office LLC | 30,033 | $754.1K | 0.42% | 2025-12-31 |
| 38 | ROTHSCHILD INVESTMENT LLC | 28,991 | $722.5K | 0.40% | 2025-12-31 |
| 39 | Prospera Financial Services Inc | 27,865 | $694.3K | 0.39% | 2025-12-31 |
| 40 | Cornerstone Wealth Management, LLC | 26,412 | $658.2K | 0.37% | 2025-12-31 |
| 41 | LEVEL FOUR ADVISORY SERVICES, LLC | 25,768 | $642.2K | 0.36% | 2025-12-31 |
| 42 | Cetera Investment Advisers | 24,948 | $621.7K | 0.35% | 2025-12-31 |
| 43 | TRUIST FINANCIAL CORP | 21,570 | $537.5K | 0.30% | 2025-12-31 |
| 44 | Centurion Wealth Management LLC | 21,509 | $536.0K | 0.30% | 2025-12-31 |
| 45 | David J Yvars Group | 21,136 | $526.7K | 0.29% | 2025-12-31 |
| 46 | ENVESTNET ASSET MANAGEMENT INC | 20,430 | $509.1K | 0.28% | 2025-12-31 |
| 47 | Baird Financial Group, Inc. | 18,478 | $460.5K | 0.26% | 2025-12-31 |
| 48 | Concurrent Investment Advisors, LLC | 17,645 | $435.1K | 0.24% | 2024-12-31 |
| 49 | Hennion & Walsh Asset Management, Inc. | 16,804 | $418.8K | 0.23% | 2025-12-31 |
| 50 | CSS LLC/IL | 16,668 | $415.4K | 0.23% | 2025-12-31 |
| 51 | Laird Norton Wetherby Wealth Management, LLC | 15,663 | $393.3K | 0.22% | 2025-09-30 |
| 52 | PFG Investments, LLC | 14,965 | $372.9K | 0.21% | 2025-12-31 |
| 53 | Institute for Wealth Management, LLC. | 14,633 | $364.7K | 0.20% | 2025-12-31 |
| 54 | AQR CAPITAL MANAGEMENT LLC | 14,452 | $360.1K | 0.20% | 2025-12-31 |
| 55 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12,535 | $312.4K | 0.17% | 2025-12-31 |
| 56 | Sanctuary Advisors, LLC | 11,850 | $297.6K | 0.16% | 2025-12-31 |
| 57 | Logan Stone Capital, LLC | 11,369 | $283.3K | 0.16% | 2025-12-31 |
| 58 | SMH CAPITAL ADVISORS INC | 10,689 | $266.4K | 0.15% | 2025-12-31 |
| 59 | Kovack Advisors, Inc. | 10,141 | $254.1K | 0.14% | 2025-12-31 |
| 60 | Joel Isaacson & Co., LLC | 10,000 | $249.2K | 0.14% | 2025-12-31 |
| 61 | Global Assets Advisory, LLC | 10,000 | $249.2K | 0.14% | 2025-12-31 |
| 62 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 9,905 | $248.7K | 0.13% | 2025-09-30 |
| 63 | DAYMARK WEALTH PARTNERS, LLC | 9,661 | $240.8K | 0.13% | 2025-12-31 |
| 64 | Walleye Capital LLC | 9,813 | $234.5K | 0.13% | 2025-06-30 |
| 65 | Huntleigh Advisors, Inc. | 9,379 | $233.7K | 0.13% | 2025-12-31 |
| 66 | DAVENPORT & Co LLC | 9,246 | $230.4K | 0.13% | 2025-12-31 |
| 67 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,212 | $229.6K | 0.12% | 2025-12-31 |
| 68 | Atria Wealth Solutions, Inc. | 9,517 | $227.6K | 0.13% | 2025-06-30 |
| 69 | Fortitude Family Office, LLC | 9,200 | $226.9K | 0.12% | 2024-12-31 |
| 70 | OPPENHEIMER & CO INC | 8,190 | $204.1K | 0.11% | 2025-12-31 |
| 71 | SILVERLAKE WEALTH MANAGEMENT LLC | 8,163 | $203.4K | 0.11% | 2025-12-31 |
| 72 | J.W. COLE ADVISORS, INC. | 8,028 | $201.6K | 0.11% | 2025-09-30 |
| 73 | NewEdge Advisors, LLC | 7,262 | $181.0K | 0.10% | 2025-12-31 |
| 74 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,655 | $165.8K | 0.09% | 2025-12-31 |
| 75 | COMERICA BANK | 5,700 | $142.0K | 0.08% | 2025-12-31 |
| 76 | Rockefeller Capital Management L.P. | 4,569 | $113.9K | 0.06% | 2025-12-31 |
| 77 | WOLFF WIESE MAGANA LLC | 4,248 | $105.9K | 0.05% | 2025-12-31 |
| 78 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4,192 | $104.5K | 0.05% | 2025-12-31 |
| 79 | US BANCORP \DE\ | 4,135 | $103.0K | 0.05% | 2025-12-31 |
| 80 | MAI Capital Management | 2,912 | $72.6K | 0.04% | 2025-12-31 |
| 81 | PNC Financial Services Group, Inc. | 2,700 | $67.3K | 0.03% | 2025-12-31 |
| 82 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,576 | $61.6K | 0.03% | 2025-06-30 |
| 83 | Westfuller Advisors, LLC | 2,149 | $54.7K | 0.03% | 2025-12-31 |
| 84 | HARBOUR INVESTMENTS, INC. | 2,048 | $51.0K | 0.02% | 2025-12-31 |
| 85 | COLDSTREAM CAPITAL MANAGEMENT INC | 1,928 | $42.7K | 0.02% | 2025-03-31 |
| 86 | Spire Wealth Management | 1,650 | $39.4K | 0.02% | 2025-06-30 |
| 87 | CoreCap Advisors, LLC | 1,300 | $32.4K | 0.01% | 2025-12-31 |
| 88 | EASTERN BANK | 1,298 | $32.3K | 0.01% | 2025-12-31 |
| 89 | Future Financial Wealth Managment LLC | 1,000 | $25.1K | 0.01% | 2025-09-30 |
| 90 | Farther Finance Advisors, LLC | 950 | $23.7K | 0.01% | 2025-12-31 |
| 91 | HIGHLINE WEALTH PARTNERS LLC | 371 | $9.2K | 0.00% | 2025-12-31 |
| 92 | JPMORGAN CHASE & CO | 358 | $8.9K | 0.00% | 2025-12-31 |
| 93 | Westside Investment Management, Inc. | 350 | $8.7K | 0.00% | 2025-12-31 |
| 94 | North Capital, Inc. | 285 | $7.2K | 0.00% | 2025-09-30 |
| 95 | Provenance Wealth Advisors, LLC | 271 | $6.7K | 0.00% | 2025-06-30 |
| 96 | WPG Advisers, LLC | 225 | $5.5K | 0.00% | 2025-03-31 |
| 97 | Garde Capital, Inc. | 200 | $4.8K | 0.00% | 2025-06-30 |
| 98 | Strengthening Families & Communities, LLC | 183 | $4.6K | 0.00% | 2025-12-31 |
| 99 | Advisory Services Network, LLC | 165 | $4.1K | 0.00% | 2025-09-30 |
| 100 | PRINCIPAL SECURITIES, INC. | 102 | $2.6K | 0.00% | 2025-09-30 |
| 101 | Cambridge Investment Research Advisors, Inc. | 83,545 | $2.1K | 1.17% | 2025-12-31 |
| 102 | HOLLENCREST CAPITAL MANAGEMENT | 66 | $1.7K | 0.00% | 2025-09-30 |
| 103 | Stolper Co | 32,642 | $813 | 0.46% | 2025-12-31 |
| 104 | FMR LLC | 31 | $773 | 0.00% | 2025-12-31 |
| 105 | Thrivent Financial for Lutherans | 20,870 | $520 | 0.29% | 2025-12-31 |
| 106 | Brick & Kyle, Associates | 16,476 | $411 | 0.23% | 2025-12-31 |
| 107 | Janney Montgomery Scott LLC | 14,047 | $350 | 0.19% | 2025-12-31 |
| 108 | WEDBUSH SECURITIES INC | 12,522 | $312 | 0.17% | 2025-12-31 |
| 109 | CWM, LLC | 3,334 | $83 | 0.04% | 2025-12-31 |
| 110 | Creekmur Asset Management LLC | 2 | $58 | 0.00% | 2025-09-30 |
| 111 | TSFG, LLC | 754 | $19 | 0.01% | 2025-09-30 |
| 112 | VALLEY NATIONAL ADVISERS INC | 166 | $4 | 0.00% | 2025-12-31 |
| 113 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |